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Populist or prudent, economic growth contracted under both NDA, UPA

New Delhi, April 15 -- It's pouring promises, as the biggest democratic exercise in the world gets under way. As always, the battle is between populism and fiscal prudence. Hence, a peek into the man... Read More


Prospects of global economy slowdown to keep policy uncertainty elevated

Mumbai, April 11 -- The global economy is faltering, courtesy of a heady cocktail of factors including escalating US-China trade war and Brexit concerns. Against this backdrop, the International Monet... Read More


Rise of low-value products to buoy paint firms' volume growth

New Delhi, April 10 -- Low-value products such as putty and distemper are fast gaining traction. A recent survey of around 30 paint dealers across India conducted by IIFL Institutional Equities Ltd in... Read More


Remittances to India are exposed to risks of further moderation

New Delhi, April 8 -- Indians living abroad are sending less money back home. However, they haven't become less patriotic-it's more a case of a drop in their earnings because of external factors that ... Read More


The real reason why RBI maintained its monetary policy stance at neutral

Mumbai, April 5 -- While the Reserve Bank of India's (RBI's) decision to cut the repo rate by 25 basis points on Thursday was widely expected, some market participants are wondering why it didn't chan... Read More


Maruti Suzuki's production cut has Kansai Nerolac investors worried

New Delhi, April 2 -- News that Maruti Suzuki India Ltd is cutting production in March has investors in Kansai Nerolac Paints Ltd worried. The paint maker's shares have fallen 5% since, even while the... Read More


Pre-election rally with no earnings support results in sky-high valuations

New Delhi, March 31 -- It isn't unusual for Indian equities to rally in the run-up to general elections. However, this time it is different. The MSCI India Index is trading at a one-year forward pric... Read More


Rupee's relief rally unlikely to sustain even if fears of US recession recede

New Delhi, March 26 -- Fears of a recession in the US are back to haunt investors. Equities and commodity markets have fallen in the past two trading sessions. Not only stocks, but also emerging marke... Read More


Star Cement's lower valuations reflect concerns on operating margins

New Delhi, March 19 -- With the government clearing freight subsidy claims of around Rs.50 crore, the Star Cement Ltd stock is in the spotlight. Shares of the North-East-based cement producer jumped n... Read More


Why cement price hikes are hard to come by in East India

New Delhi, March 15 -- Cement prices across most of India increased in February, but East India was an exception. A dealer channel check by Kotak Institutional Equities Ltd showed cement prices in thi... Read More